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Summit Trail Advisors, LLC: OZK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Summit Trail Advisors, LLC on OZK, newest first. How the timeline and the estimate are built.

Summit Trail Advisors, LLC held 40,448 OZK shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,448 shares
    Change vs previous 13F -3,825 shares

    0.03% of the 13F portfolio, value $2,106,936.

    13F-HR 0001951757-26-001207 filed by Summit Trail Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 44,273 shares
    Change vs previous 13F +10,125 shares

    0.03% of the 13F portfolio, value $2,031,688.

    13F-HR 0001951757-26-000837 filed by Summit Trail Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 34,148 shares
    Change vs previous 13F -19,118 shares

    0.03% of the 13F portfolio, value $1,571,491.

    13F-HR 0001951757-26-000464 filed by Summit Trail Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 53,266 shares
    Change vs previous 13F +19,831 shares

    0.04% of the 13F portfolio, value $2,715,501.

    13F-HR 0001951757-25-001440 filed by Summit Trail Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 33,435 shares
    Change vs previous 13F +17,334 shares

    0.03% of the 13F portfolio, value $1,573,451.

    13F-HR 0001951757-25-001093 filed by Summit Trail Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 16,101 shares
    Change vs previous 13F +11,298 shares

    0.02% of the 13F portfolio, value $699,588.

    13F-HR 0001951757-25-000462 filed by Summit Trail Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 4,803 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $213,878.

    13F-HR 0001951757-25-000148 filed by Summit Trail Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).